Wealth Management Analyst

8 hours ago

Chicago IL United States Rockefeller Capital Management Full time
About Rockefeller Capital Management

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office in London. The Firm oversees $133 billion in client assets as of March 31, 2024.


Position

A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Private Wealth Analyst. The Private Wealth Analyst will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be ultra-focused on client excellence, thorough in their work, operate with a high attention to detail, have strong communication, organization, time management and problem-solving skills, and be driven to develop and grow in their role.


Responsibilities

  • Collect financial data and documents from clients to build detailed client profiles.
  • Provide top quality service to clients and complete administration of client accounts.
  • Handle operational aspects of client accounts including reporting on account holdings and performance reporting, and entering trade instructions.
  • Assist in preparation of key documents, financial plans, and reports for client meetings.
  • Review and research market news, client portfolios, and product implementation ideas.
  • Liaise with client’s third-party service providers (CPA, attorney, insurance agent, etc.).

Qualifications

  • Bachelor's Degree required.
  • 2 to 5 years of relevant experience.
  • SIE, Series 7 and Series 66 (or 63/65) strongly preferred.
  • CFP designation or progress toward CFP preferred.

Skills

  • Excellent client facing, interpersonal, organizational, technical, and client service skills.
  • Detail-oriented with ability to prioritize and organize workflow.
  • Ability to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively with frequent interruptions.
  • High level of integrity, professionalism, and ability to handle sensitive information with confidentiality and discretion.
  • Strong Microsoft Office skills including Excel & PowerPoint.
  • Experience with financial planning software such as eMoney, MoneyGuidePro, and Financial Profiles.
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